TFJ Management, LLC

Q3 2025 13F Holdings

  • Location
    somerville, MA
  • Num holdings

    10

  • Value ($000)

    $148,438

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0002056069
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
APP

APPLOVIN CORP

COM CL A
03831W108
$39.15M
26 %

54,488

C
CPNG

COUPANG INC

CL A
22266T109
$25.14M
17 %

780,600

K
KAR

OPENLANE INC

COM
48238T109
$17.80M
12 %

618,348

C
CCCS

CCC INTELLIGENT SOLUTIONS HL

COM
12510Q100
$12.46M
8 %

1,367,578

H
HGV

HILTON GRAND VACATIONS INC

COM
43283X105
$11.13M
8 %

266,171

A
ACVA

ACV AUCTIONS INC

COM CL A
00091G104
$10.45M
7 %

1,054,958

G
GTLB

GITLAB INC

CLASS A COM
37637K108
$9.97M
7 %

221,259

A
APPF

APPFOLIO INC

COM CL A
03783C100
$9.38M
6 %

34,030

---

RISKIFIED LTD

SHS CL A
M8216R109
$6.52M
4 %

1,394,074

C
CWAN

CLEARWATER ANALYTICS HLDGS I

CL A
185123106
$6.43M
4 %

357,043

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